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Stax.ai CX Product Overview

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Automate your Census Workflow.

Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.

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Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.

Products

  • Client experience
  • Trust accounting

Use Cases

  • Automate New Plan-Sponsor Deal Flow and Onboarding
  • Boost Margins with Automated Trust Reconciliation
  • Seamless 3(16) Payroll Processing & Compliance
  • Integrated Smart Inbox for Seamless Communications
  • Securely Share Files with Plan Sponsors

Company

  • About Stax.ai
  • Join Our Team

Resources

  • TPA Resource Library
  • CX Help Center
  • CX Product FAQ
  • Trust Accounting FAQ
  • Community Forum
  • Change Log
  • Legal

Contact

  • Scottsdale, AZ 85260, US
  • 480-462-2778
  • help@stax.ai
  • Linkedin
  • Youtube
  • Careers

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